Infusionsoft was developed for small business owners with one or more years in business. Most Infusionsoft customers have between one and 25 employees, they speak English, and they operate in various industries. The average business owner who adopts Infusionsoft has some digital marketing experience, and he or she typically has around $50,000 in annual revenue.Read the full GetApp Analysis
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Starting from: $199.00/month
Pricing model: Subscription
Pricing starts at $199/mo.
Jason Russell, Marketing Consultant at SQL Solutions Group
My personal usage of Infusionsoft is 80% email marketing and 20% CRM. Others in the company also make use of the lead scoring (the "funnel" stuff). For me on the e-mail side, I love the automation and the dripping I can do based on behaviors and parameters I set. Infusionsoft has made our out-bound marketing much more effective because we are targeting our audience based on their actions.
A verified reviewer
This is a great product. Although it requires paying attention to details as with anything else, it is fairly easy to learn. It definitely offers an opportunity to make business needs run smoothly. There's nothing like having everything in one place.
Megan Sumner, Marketing Specialist at Watchful Software
I love Infusionsoft. It allows me to collaborate across oceans with my marketing team with ease and confidence. I can create as simple or as complex campaigns as I want to achieve the marketing initiative.
Christopher Longmore, CEO at Marine Renewable Energy
We run a small business that sells news subscriptions and conference seats. Visually daunting, the system is both time-consuming and technically demanding to set up - way outside the personal scope of most small business owners. Technically it is however very sound, although primarily aimed at companies selling things "off the page" all the time - not our case at all.
A verified reviewer
The problem of this product is, Infusionsoft pays $500 referral fee to the person introduce to them. So a lot of contractors will say that infusionsoft is good. But those contractor may only know how to use 5% of the product, which is similar to other lower cost competitors which pays less referral fees. And when you want to cancel, my experience is they will skip your emails. Here is our story: Infusionsoft charges $2000 start up cost +$299 per month of service fee, the Sales says if it is not for us, they will do something to credit the upfront $2000 back to us. After our company used it for a month we emailed Sales saying infusionsoft is not for us, he says that he will forward the message to customer service. We haven't heard from infusionsoft again, we have followed up with Sales with no reply. Our credit card is billed month after month, which forced us to call my credit card to cancel the card. Then someone from Infusionsoft customer service emailed us saying we have unpaid balance. We asked him to communicate with Sales and credit us back for the months that we didn't use. The customer service rep disappeared again. I personally would not recommend any company to use their service. - Most companies would not need such a BIG solution. If you are big enough you will go to SAP. - Their $500 referral fee, and false sales promises is not someone would look for. - Don't worry about cancelling with them, they skip these emails.
David Schulhof, President, Business Calcium, Inc
We selected Infusionsoft after looking at various options. One of the deciding factors was the Perry Marshal, who we also work with, recommended it. So far its has been a big asset, and quickly has become a vital part of our marketing systems.
Business Manager ( company, 2-10 employees)
Do not subscribe to this solution if you have an existing CRM and/or don’t have about 20 hours per week over four weeks to attend training and setup campaigns. They push their products to small businesses but I don’t see how a business owner can set up the product, take care of sales, and do the actual work. Don’t get me wrong this is probably a great solution for a mid-size small business that can have a full time resource dedicated to migrating data and setting up the application but not for a small 10 employee shop.
Marcus Taylor, Founder & CEO at Venture Harbour
I wrote a more in-depth review here on Venture Harbour but to summarise, Infusionsoft is exceptional software but does have its drawbacks. If your business is doing $150K annually and most of your business is done via eCommerce transactions then it's likely that this is perfect for you. If less, or you're more of a bricks and mortar business, I'd look elsewhere.
Tom Evans, Author, Mindfulness Trainer, Host of The Zone Show
I've played with many other cheaper systems and wasted both time and money. Once you get your head around tagging and campaign sequences, Infusionsoft is really quite simple. At last a product where you don't have to fit what you want to do around a product's features. This does what I want for my business - and even more powerful now I've upgraded to using CustomerHub.
Walter Bergeron, Walter Bergeron-Business Growth and Liberation
Flexibility! If I want to send emails, no problem. Faxes - Done. Internal communications - No problem. Voice mail - You betcha'. No other software can do this - It's not just online marketing it's fully integrated marketing software that even gives you a visual campaign builder to boot! Like anything worth pursuing there is a bit of a learning curve on the front end. But either you learn up front the easy way - When they are there to teach you and it's new and exciting OR You learn the hard way with other CRM software that won't do everything this software can do and lose your pants in lost clients, lost opportunities and lost revenue.
Most business owners launch their companies because they have a passion for their product or industry, not because they love the day-to-day minutia that goes along with running an SMB. Infusionsoft is a web-based solution that handles all the tasks that many business owners prefer not to manage on their own, helping users grow sales, get organized, and save time when dealing with basic business issues.
One of the key functions of using Infusionsoft is its ability to relieve the stress and effort involved in defining work flow processes and ensuring sales and marketing teams are aligned with the same business goals. By automating sales and marketing efforts, Infusionsoft enables businesses to maintain consistent brand messaging throughout their campaigns and to ensure personalized customer experiences.
Used by more than 20,000 small businesses, Infusionsoft's cloud-based platform includes features for marketing campaign automation, online sales, lead scoring, custom quoting, contact management, and list segmentation. The application was developed specifically to provide entrepreneurs with tools that simplify the sales and marketing process, so business owners can spend more of their time dealing with the types of tasks and projects they actually enjoy.
A sales and marketing software solution for small businesses, Infusionsoft was created to help its users get organized, grow sales, and save time. It allows business owners to both manage and automate their sales and marketing programs within one unified system. Infusionsoft also includes features like lead capturing, e-commerce, lead scoring, and an advanced email marketing platform.
Organization is another important part of Infusionsoft. Tools like task and contact management systems, calendaring options, and mobile capabilities ensure that entrepreneurs are using a platform that always has simplification in mind. At a glance, business owners are able to see things like client contact information, sales histories, account balances, and lead sources from within the Infusionsoft system.
Infusionsoft provides the tools to create high performing marketing campaigns from start to finish. Users can choose from one of numerous campaign templates, or they can create their own custom campaign. The campaigns include email marketing, direct mail letters, social media posts and automated voice broadcasts. These can be set up to run at specific times and dates, or upon certain behavioral triggers such as clicks and purchases.
The branding center within Infusionsoft ensures branding remains consistent across all communication platforms and channels. Furthermore, web activity monitoring tools such as visitor tracking, and website and landing page analytics, used alongside real-time marketing reports showing open rates, click throughs and social reach, ensure that all marketing efforts are continuously being refined and improved upon.
An email marketing platform enables Infusionsoft customers to design professional-looking business emails. These emails can include everything from special promotional offers to autoresponders meant to nurture fragile leads. Infusionsoft's email marketing platform includes spam scoring, which helps to ensure high inbox deliverability rates for users.
Users can avail of Infusionsoft's drag and drop tools, available in the Campaign Builder, to design their first promotional email. They can choose to design in HTML or plain text, and can include elements like textboxes and social sharing widgets. The layout can be customized and the provided style tools can be used to add branded elements to emails.
Along with pipeline management, lead scoring and distribution, other sales automation features within Infusionsoft include the ability to create custom quotes for potential clients. Once these quotes have been approved by the client, they are automatically converted into orders.
Sales reports on key performance metrics such as conversion rates and revenue make it easier to understand where sales teams have been successful and where they are under-performing. Choose to view these metrics directly from the dashboard, or pull reports as and when they are needed.
Depending on the type of business, lead scoring can be an incredibly important feature for entrepreneurs and sales teams. Infusionsoft's lead scoring and distribution tools make it possible for businesses to identify "hot" leads and improve overall productivity through visual lead scoring.
Click on a contact's profile and check out the number of flames showing under the Recent Activity section. The more flames that show up, the "hotter" the lead is. This type of lead scoring is easy to understand, and it ensures that leads are always assigned to the appropriate salespeople on your team.
Infusionsoft's contact management system lets users see client contact information, marketing and sales histories, order and account balances, lead sources, lead scores, tasks and appointment histories, and website activity histories.
Click on the contact management tab, and select a name from the contact management system. On one screen, that person's general information and an account summary appears, showing how much money that person has paid to the company. It is also possible to add tags, which are searchable notes that businesses can use for list segmentation.
The Infusionsoft CRM can be used to automate certain contact management tasks, ensuring client relationships are continuously nurtured. This can be done by setting up appointments, tasks and "follow-ups" within the CRM. Users can add active notes on prospects and clients, and have the ability to view and share interaction history with colleagues.
E-commerce tools allow Infusionsoft customers to create professional-looking online storefronts for their businesses. Included in these storefronts are digital shopping carts, which enable businesses to process transactions through their websites.
Infusionsoft provides users with customizable templates that they can use to design their e-commerce store. In addition to selling physical products (like t-shirts or posters, for example) there is also the option to sell services or subscriptions using Infusionsoft's e-commerce tools. Users can then collect payments through PayPal or with a credit card.
One of the key E-commerce automation features within Infusionsoft includes post-purchase automation. Using this feature the entire online selling process is taken care of by the software, so users don't have to lift a finger. After an order is placed, the software automates the fulfillment and delivery processes, as well as follow-up targeted campaigns and up-selling.
Other E-commerce automation tools within Infusionsoft include inventory management for tighter stock control, promotional tools for offering discounts and free trials, and referral campaign programs for agent partnerships.
Infusionsoft integrates with small business resources such as Microsoft Outlook ®, Gmail, PayPal and hundreds of others through our API, as well as applications like Zapier. Through services, integrations and apps, Marketplace by Infusionsoft also connects customers with an ecosystem of solutions to help them do more with Infusionsoft.
Infusionsoft offers simple pricing, with no contracts required. Pricing plans range from $199 per month (for the Essentials package) to $379 per month (for the Complete package). With Kickstart Services, each new customer receives one-on-one consulting and training resources to reduce ramp-up time and get to value faster.
Automates sales and marketing processes to ensure brand consistency and your ideal customer journey
Helps small businesses grow sales, get organized, and save time
Handles the sales and marketing tasks that entrepreneurs dread
Used by more than 20,000 small businesses
Includes features for marketing automation, online sales, lead scoring, custom quoting, contact management, and list segmentation
Saves businesses time by housing all sales processes within one system
Below are some frequently asked questions for Infusionsoft.
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